Calculating commissions and rebates

• Specify the commission agreements in the Commission Agreement (tdcms0635m000) session.
• Specify the rebate agreements in the Rebate Agreement (tdcms0635m100) session.

Make sure that you set the Invoice Direct/Reserve field in these sessions to Invoice. For information on reserved commission/rebates, refer to Reserving commissions and rebates.

Provide a link between a relation and sales orders.

You can link a sales order (line) to a relation by clicking:

• Sales Order - Relations on the appropriate menu of the Sales Orders (tdsls4100m000) or Sales Order (tdsls4100m900) session. As a result, the Sales Order - Relations (tdcms0140m000) session starts in which you can specify your data.
• Sales Order Line - Relations on the appropriate menu of the Sales Order Actual Delivery Lines (tdsls4106m000) session. As a result, the Sales Order Line - Relations (tdcms0141m000) session starts in which you can specify your data.

You must only manually perform this step if the Method of Linking Rels. to Order/ Order Lines field is Manually in the Commissions/Rebates Parameters (tdcms0100s000) session. Otherwise, this step is executed Automatically, or Interactively.

Calculate the commissions and rebates in the Calculate Commissions and Rebates (tdcms0240m000) session.

After calculation, the status of the commission/rebate is Calculated.

You must complete this step only if the Calculate Commission not Based on Cum Sales after Order Entry and Calculate Rebates not Based on Cum Sales after Order Entry fields are set to Manually in the Commissions/Rebates Parameters (tdcms0100s000) session. Otherwise, LN calculates the commissions/rebates Automatically, or Interactively.

Instead of calculating commissions or rebates for each individual sales order (or order line), you can calculate commissions or rebates based on the sum of all sales orders that are closed in a particular period.

Cumulate the commission/rebate calculations for a period in the Calculate Commissions/Rebates on Cumulative Sales (tdcms1200m000) session.

You must complete this step only if the following apply:

• The agreements have the Cumulative Agreement check box selected in the Commission Agreement (tdcms0635m000)/ Rebate Agreement (tdcms0635m100) sessions.
• The Calculate Commissions/Rebates Based on Cum. Sales after Order Entry and Calculate Rebates based on Cum. Sales after Order Entry fields are set to Manually in the Commissions/Rebates Parameters (tdcms0100s000) session. Otherwise, LN calculates the commissions/rebates on cumulative sales Automatically, or Interactively.

For more information, refer to Commission/rebate over cumulative sales.

You can view the calculated commissions for a sales order and relation in the Commissions (tdcms1550m000) session, and the rebates in the Rebates (tdcms2550m000) session.

You can change the calculated amounts in the details sessions.

Before you can process, invoice, or reserve the calculation, you must approve the commissions/rebates in the Global Approval of Commissions/Rebates (tdcms0250m000) session.

As a result, the status of the commission/rebate is Approved.

Print the approved, unreserved commissions and rebates in the Print Approved Commissions/Rebates (tdcms2402m000).

• If the Link with Finance check box is selected in the Commissions/Rebates Parameters (tdcms0100s000) session, the status changes to Ready.
• If the Link with Finance check box is cleared, the status changes to Closed.

If the Link with Finance check box is selected in the Commissions/Rebates Parameters (tdcms0100s000) session, you must release the commissions to Financials and the rebates to Invoicing in the Release Commissions/Rebates to Invoicing (tdcms2201m000) session.

Consequently, the status of the commission/rebate is Closed.